Tata Large & Mid Cap Fund vs Kotak Equity Opportunities Fund compare

Tata Large & Mid Cap Fund vs Kotak Equity Opportunities Fund compare

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Kotak Large & Midcap Fund - Growth

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Tata Large & Mid Cap Fund- Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Kotak Large & Midcap Fund - Growth	Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Fund	Kotak Large & Midcap Fund - Growth	Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹29961 Cr	₹8753 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	09 Sep 2004	31 Mar 2003
Category	Large and Mid Cap	Large and Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Large Midcap 250 TRI	NIFTY Large Midcap 250 TRI
Turn Over	14.92%	10.69%
Expense Ratio	1.61	1.77
Manager	Harsha Upadhyaya	Chandraprakash Padiyar
ISIN Code	INF174K01187	INF277K01428
Exits Load	Kotak Equity Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Tata Large & Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	Kotak Large & Midcap Fund - Growth	Tata Large & Mid Cap Fund- Regular Plan - Growth Option
1 Month	-1.29%	-1.7%
6 Month	3.65%	-1.68%
1 Year	1.89%	-1.86%
3 Year	18.23%	11.92%
5 Year	18.58%	15.33%

SIP Return Analysis

Scheme Name	Kotak Large & Midcap Fund - Growth	Tata Large & Mid Cap Fund- Regular Plan - Growth Option
6 Month	2.14%	-0.11%
1 Year	16.01%	6.97%
3 Year	15.81%	9.74%
5 Year	16.84%	12.48%

Rolling Lumpsum Returns

Scheme Name	Kotak Large & Midcap Fund - Growth	Tata Large & Mid Cap Fund- Regular Plan - Growth Option
1 Year	15.57%	15.58%
3 Year	15.95%	15.1%
5 Year	15.36%	14.59%

Risk Management

Scheme Name	Kotak Large & Midcap Fund - Growth	Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Standard Deviation	11.87%	11.3%
Sharp	0.97%	0.56%
Beta	0.9%	0.89%
Alpha	1.32%	-3.98%

Fund Managers

Scheme Name	Kotak Large & Midcap Fund - Growth	Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Name	Harsha Upadhyaya	Chandraprakash Padiyar
Total AUM	₹139411 Cr	₹15627 Cr
Funds Managed	11	3
	Kotak Large & Midcap Fund - Growth	Tata Large & Mid Cap Fund- Regular Plan - Growth Option

Market Cap

Scheme Name	Kotak Large & Midcap Fund - Growth	Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Others	6.45	7.33
Large Cap	52.57	45.37
Mid Cap	36.01	33.44
Small Cap	4.98	13.85

Sector Allocation

Scheme Name	Kotak Large & Midcap Fund - Growth	Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Others	2.24	4.85
Communication Services	3.09	6.35
Energy	5.79	5.01
Financial Services	26.97	31.62
Technology	7.09	3.29
Consumer Cyclical	12.91	5.3
Basic Materials	11.51	13.83
Industrials	17.06	11.56
Consumer Defensive	1.56	7.52
Healthcare	7.5	3.99
Real Estate	0.88	4.11
Utilities	3.4	2.57

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